An artificial intelligence (AI)-backed SMSF administrator has started a sister firm that will also employ the burgeoning technology and offer tax services to investors, including SMSF trustees, holding digital assets.
SMSFai founder and chief executive Olivia Long said the launch of AI Specialist Tax Services was aimed at meeting the gap in the market for the provision of specialist tax services for sophisticated investors who need holistic, integrated tax and structuring advice usually only available through private family offices.
Long said the new venture would provide family office-style services, including advanced tax planning, entity structuring, intergenerational wealth planning, specialist guidance for clients operating across multiple investment structures and crypto-asset tax advice, and provide coordinated advice across a client’s entire financial position.
“We’re incredibly proud to be working with Australians who have built substantial wealth through long-term investment in the cryptocurrency market,” she added.
“What we’ve consistently seen is that SMSF administration alone isn’t enough. These individuals need serious tax advice, intelligent structuring and long-term asset protection delivered by professionals who genuinely understand digital assets.
“Digital assets have introduced an entirely new layer of complexity. The tax treatment, reporting obligations and structuring decisions are no longer straightforward.
“At a time when demand is accelerating, we’re seeing the profession reach a critical inflection point — in 2026, tax practitioners either understand digital assets or they don’t.”
The opening of AI Specialist Tax Services is the second business start-up for Long in 18 months after the launch of SMSFai in September 2024 following her previous roles as managing director at Prime Financial Group, Intello and ExpertSuper and chief executive at SuperGuardian.
